thanks.
As you can see all the transactions are still showing zero.
I sent screen shot of this problem already.
cloud users seem to have to wait a bit till the updates are made regarding recent fixes.
No, you did not. You have provided no screen shot of a transfer entry form. To help, we need to see that and the resulting entries in the bank and cash accounts involved.
@Laxman_Singh upgrade of cloud edition will automatically happen after 20 minutes of not using it. Since it has been 9 hours now. Try again to see if you see it fixed.
This is because transactions are sorted by date, then by reference and then by amount.
You will notice if the transaction for 41,000.00 didnât contain reference, it would be sorted correctly. I donât have a solution at the moment.
What Iâm considering is that now that Cash Accounts and Bank Accounts are separate, references on cash account transactions will be automatically generated just like on invoices. On Bank Accounts, references wonât be automatically generated since itâs assumed they are generated by the bank.
@sharpdrivetek @Tut the issue with cash account names not shown on transfer receipt should be fixed in the latest version (17.8.9).
Looks good on my end.
automatically generated reference numbers on cash account transactions is a good idea. but what happens when this is a transfer from bank account to cash account? at present the reference number of the bank transaction for this transfer is copied as the reference to the cash account which helps in finding the transaction easily.
thank you. the cash account name appears in the receipt now.
Good idea
It indicates that you have reimbursed to your Cash on Hand 328.89, would this be correct ?
This was a bug as the report wasnât aware of the change. Should be fixed in the latest version (17.8.14)
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Thank
I have a problemâŚone of my bank accounts became a cash account⌠I am not sure how to move it to the bank tab
ansj64
That means it was always a cash account, because you did not check the box to indicate it was maintained by a financial institution. You canât move it. So create a new bank account per this new Guide: Set up a bank or cash account | Manager. Then transfer the full balance from the old, incorrectly categorized cash account to the new bank account. Then edit the empty cash account by checking the Inactive box.
@Antonio_Sy currently, there is no ability to convert cash account into bank account. If you have only a few transactions, you can just create the account under Bank Accounts tab and then re-code all those cash account transactions under new bank account. If you have many transactions, you will need to wait for convert function.
OK Thanks